Purchases and Sales Made in Q1 2025 in Nuveen Esg Large Cap Value ETF (NULV)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV) during Q1 2025. The information is specifically focused on institutions that hold shares of NUVEEN ESG LARGE-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17.1K+ 9.06% |
$665K - $711K
|
206K
$7.84M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.4K+ 11.29% |
$520K - $556K
|
132K
$5.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.45K+ 20.56% |
$290K - $310K
|
43.7K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.88KNew |
$267K - $286K
|
6.88K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4.05K+ 2.69% |
$158K - $169K
|
155K
$5.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2KNew |
$124K - $133K
|
3.2K
$122K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.07K+ 1.47% |
$80.5K - $86.1K
|
143K
$5.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.4K+ 5.21% |
$54.3K - $58K
|
28.2K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.33K+ 13.55% |
$51.8K - $55.4K
|
11.2K
$425K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.15K+ 4.98% |
$44.6K - $47.7K
|
24.2K
$921K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.07K+ 2.7% |
$41.6K - $44.5K
|
40.7K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.02K+ 18.33% |
$39.6K - $42.3K
|
6.57K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
497+ 45.06% |
$19.3K - $20.7K
|
1.6K
$60.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
349+ 3.17% |
$13.6K - $14.5K
|
11.4K
$433K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
343+ 3.98% |
$13.3K - $14.3K
|
8.97K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
83+ 0.35% |
$3.23K - $3.45K
|
23.7K
$901K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-48- 0.43% |
$1.87K - $2K
|
11.2K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.8% |
$3.89K - $4.16K
|
12.5K
$475K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-207- 2.4% |
$8.05K - $8.61K
|
8.43K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-212- 1.86% |
$8.24K - $8.82K
|
11.2K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-226- 19.38% |
$8.79K - $9.4K
|
940
$35.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-304- 4.24% |
$11.8K - $12.6K
|
6.86K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-485- 5.56% |
$18.9K - $20.2K
|
8.24K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-491- 46.85% |
$19.1K - $20.4K
|
557
$21.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-605- 0.94% |
$23.5K - $25.2K
|
63.8K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-618- 3.02% |
$24K - $25.7K
|
19.8K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.58K- 9.4% |
$61.3K - $65.6K
|
15.2K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2K- 2.04% |
$77.9K - $83.4K
|
96.3K
$3.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.4K- 8.43% |
$132K - $141K
|
36.9K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-10.7K- 47.9% |
$417K - $446K
|
11.7K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-17.7K- 77.18% |
$687K - $734K
|
5.22K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.1K- 31.71% |
$822K - $879K
|
45.5K
$1.73M
|